A detailed history of Cwa Asset Management Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cwa Asset Management Group, LLC holds 6,711 shares of XLU stock, worth $507,217. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,711
Holding current value
$507,217
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 06, 2025

BUY
$74.89 - $82.93 $502,586 - $556,543
6,711 New
6,711 $507,000
Q3 2019

Nov 14, 2019

SELL
$62.5 - $64.93 $291,312 - $302,638
-4,661 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
N/A
-862 Reduced 15.61%
4,661 $278,000
Q2 2018

Aug 14, 2018

SELL
N/A
-1,521 Reduced 21.59%
5,523 $287,000
Q1 2018

May 15, 2018

BUY
N/A
7,044 New
7,044 $356,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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